Exclusive Training 

“Action is the foundational key to all success.” -Pablo Picasso

The evolution of finance is calling for financial caregivers. When we guide clients on matters of the heart and truly become purveyors of advice, we find lasting fulfillment and the true measure of life for those we serve and for ourselves.

Exclusive Training 

“Action is the foundational key to all success.” -Pablo Picasso

The evolution of finance is calling for financial caregivers. When we guide clients on matters of the heart and truly become purveyors of advice, we find lasting fulfillment and the true measure of life for those we serve and for ourselves.

 

 

 

 

 

How Advisors Can Grow Their Business with EvolveCon 2018

There are many learning opportunities available around the country for advice-based financial advisors who want to grow their business and become better fiduciaries for their clients. I’ve talked at length about learning from books, videos, and podcasts, but sometimes...

What is the Series 65 Exam and How Can I Pass It?

I have a motto as a mentor that I tell the advisors I work with on an almost daily basis: the more you learn as a financial advisor, the more you’ll earn. While this motto can refer to multiple ways of learning such as reading books, listening to podcasts, and...

Books I Read in 2017 That I Always Recommend to Advisors: Part 2

As anyone who has read my blogs knows, I absolutely love to read books and I think they have made a huge impact on my level of success. I really enjoy recommending my favorites to other advisors, especially if I know they have the same love of reading. Last year, I...

Are You Giving Away Your Value as an Advice-Based Financial Advisor?

Have you ever found that you’ve spent hours or days on a prospect, done all your homework, had a great meeting with them…only to find they say ‘no’ when the time comes to bring them on as a client? Though there could be several reasons for this failure to convert, one...

How Does Procrastination Affect Your Independent Advisory Business?

We’ve all been guilty of procrastinating. Whether it’s putting off going to the grocery store until your family is completely out of milk and bread, avoiding a difficult conversation you need to have with your spouse, or continually incurring late fees because you...

Independent Financial Business Not Succeeding? This Might Be Why

So you’ve done it! You’ve left your big firm and started your own advice-based independent financial advising business. Congratulations! But wait, that’s just the very start. I’ve seen too many advisors think that as soon as they ‘hang their shingle’, the business...

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Guest Appearance Podcast

In this podcast, Jeff Garrett from The Coach Jeff Garrett Show interviews Patrick Tucker. Patrick is the Founder and CEO of True Measure Wealth Management as well as True Measure Financial Advisors.

They begin with how he transitioned from the corporate world to the world of entrepreneurship, discussing many things in this episode, from his business philosophy to his courses, to fitness, books, and how he got involved in grass-fed beef.

From Corporate Life to Entrepreneurship with Patrick Tucker

by Jeff Garrett | The Coach Jeff Garrett Show

Guest Appearance Podcast

In this podcast, Jeff Garrett from The Coach Jeff Garrett Show interviews Patrick Tucker. Patrick is the Founder and CEO of True Measure Wealth Management as well as True Measure Financial Advisors.

They begin with how he transitioned from the corporate world to the world of entrepreneurship, discussing many things in this episode, from his business philosophy to his courses, to fitness, books, and how he got involved in grass-fed beef.

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